PFG Private Wealth Management’s Unum UNM Stock Holding History

PFG Private Wealth Management’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-94	Closed	-$4K	–	389
2022 Q4	$4K	Hold	94	–	–	﹤0.01%	250
2022 Q3	$4K	Hold	94	–	–	﹤0.01%	235
2022 Q2	$3K	Hold	94	–	–	﹤0.01%	275
2022 Q1	$3K	Hold	94	–	–	﹤0.01%	272
2021 Q4	$2K	Hold	94	–	–	﹤0.01%	291
2021 Q3	$2K	Buy	+94	New	+$2.49K	﹤0.01%	281

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Private Wealth Management's UNM Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Unum (UNM) in Q1 2023, closing a stake of 94 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in UNM in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2022. 524 funds tracked by Wall St. Rank hold UNM as of Q1 2023.

PFG Private Wealth Management reported no remaining Unum position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 94 Unum shares in Q1 2023, an estimated $4K.
PFG Private Wealth Management first reported a position in Unum in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Unum position peaked at $4K in Q4 2022.
524 funds tracked by Wall St. Rank held Unum as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.